International Tax Transaction Services - jobs at Ey in United States, Chicago

FS :

Finance fuels our lives. Banking, Insurance and Wealth management, create the foundations for growth, prosperity and peace of mind. No other Industry touches so many people or shapes so many lives.

Amid sweeping regulatory change, today’s financial services institutions are focusing on digital transformation, convergence and disruption from an array of nontraditional competitors — all while meeting greater demands for trust and transparency.

We recruit, train and nurture a diverse set of people who dedicate their minds to building the future of financial services. Together, we explore new perspectives with innovative and entrepreneurial thinking to deliver exceptional client service and ensure that what we do today, counts for tomorrow.

CNS - BC - Marketing Sales & Service :

It has multiple fields of play such as:

Supply Chain and Operations - we provide a unique combination of industry-specific, strategic, operational and financial insights, digital technology advances and strategic alliance partners to deliver better outcomes and also help clients effect fundamental change in their operations’ performance to support sales growth, become more cost competitive, minimize risk and ensure operational resilience.

Technical Excellence

• Demonstrated expertise in the payments ecosystem, particularly in retail payment systems, to provide strategic and operational insights. Strong understanding of regulatory compliance and technology platforms related to payments, facilitating informed decision-making for clients. Proficient in business strategy and operating model design to optimize client operations in the payments sector. Ability to analyze market trends and provide actionable recommendations for new product development and market entry strategies. Experience in leading program management efforts, ensuring successful delivery of projects and alignment with client objectives.

Qualification

• Master of Business Administration
• Post Graduate Diploma in Management

Experience

• Payments (3+ Years)

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Audio Visual Responsibilities of an On-Site Technician:

• Microsoft Surface Hubs – Understand how to configure surface Hub settings, including display and audio settings, and network configurations. Ability to reset or reconfigure the device when necessary.
• Crestron – Diagnose and resolve network connectivity issues for Crestron devices, including wired and wireless connections. Ensure that all devices are properly connected to the network and can communicate with each other. Diagnose and fix audio issues, such as volume control, speaker output, and microphone functionality. Troubleshoot video issues, including display problems and resolution settings.
• Microsoft Teams Rooms – Diagnose and resolve connectivity issues for MTR’s and ensure that the system is properly connected to the internal network. Ability to troubleshoot issues related to the MTR’s user interface, including touch panel responsiveness and meeting controls. Ensure the interface is properly displaying meeting information and controls
• Additional technologies to support - Condeco, Barco Click Share, Pano, Polycom, Cisco, AV equipment (speakers, cameras, and monitors/kiosks)

Technical Responsibilities of an On-Site technician:

• Providing support to all customers within your coverage location(s): who may be working on-site, at a client engagement or off-site
• Troubleshooting and Problem solving: PC, MAC, application, AV, and network connectivity issues, etc.
• ServiceNow ticket management; prioritizing tickets and awareness of SLAs
• Supporting Microsoft Windows and MAC operating systems
• Working knowledge of Microsoft applications: Outlook, Teams, OneDrive, Office365
• Asset management: shipping, receiving, tracking, and managing hardware assets from acquisition through disposal process
• Printer support (installation, configuration, relocation, and troubleshooting)
• Event and Meeting Support (may occur on-site or off-site)
• Occasional travel may be required to support other EY locations, client engagement sites, or off-site events
• Provide remote hands support while guided by our network operations team (checking ports, tracing cables, rebooting hardware, upgrading devices)
• VIP/White Glove support
• Occasional after-hour support may be required

Interpersonal skills an On-site technician should have

• Outstanding customer service skills
• Excellent communication skills
• Great team mentality
• Self-motivated, organized, detail oriented, ability to multi-task
• Desire to learn and build a career as unique as you are

Experience Requirements

• 2+ years of on-site technical support experience, or degree in related discipline

Handling tax in such a large, sophisticated organization takes more than just a technical understanding of current tax practices. As a Sales and Use Tax Manager, we will look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of the most engaging colleagues around, as well as plenty of opportunities to progress your career.

Our tax function is constantly evolving, and it’s here you’ll find everything you need to grow as we do. It’s all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.

Your key responsibilities

It’s fair to say there’s no average day for a Sales and Use Tax Manager – so you’re likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you’re working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

• Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
• Identifying potential opportunities and risks and communicating these to our clients
• Learning and researching current market trends, to maintain your credibility as a trusted advisor
• Developing clear, intelligent plans and approaches to improve our clients’ tax activities
• Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
• Managing a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential

To qualify for the role, you must have

• A bachelor’s degree in Accounting, Finance, Business or a related discipline
• Professional knowledge in a broad range of sales and use tax processes, concepts and tools
• Experience managing budgets, people and projects
• A proven record of excellence in a professional services or tax organization
• Technical writing and research experience in a tax context
• The ability to prioritize when working on multiple complex projects
• Strong influencing skills, and the confidence to question existing processes
• Willingness to travel as needed, and working in a balanced hybrid environment

You’ll also have

• An achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation, CMI designation, or be a member of a state bar

What we look for

We’re interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You’ll need strong software skills and the ability to handle complex data from multiple sources. If you’re ready to further build on your reputation as a professional advisor, this role is for you.

As a Transaction Tax senior manager, you'll be right at the heart of the action. You'll work with many of the world's largest organizations, fastest-growing companies and private equity firms on some of the most complex deals. You'll be advising clients throughout the transaction lifecycle on key drivers to increase value and reduce the risks and uncertainty inherent in transactions.
Our Transactions practice is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise, and making the most of our dedicated mentors and training programs. Our Transaction Tax practice helps our clients plan, execute and integrate their transaction strategies. Our services include deal structuring, due diligence, post-deal integration, internal restructuring, distressed debt and bankruptcy, tax attribute management and planning, and drafting opinions and IRS ruling requests.Your key responsibilities
As a Senior Manager you will be a vital member of the team developing and implementing transactions. You'll spend your time on a diverse array of project and clients in a highly collaborative culture. We'll look to you to develop strong relationships with our clients and team effectively with internal resources while developing and coaching senior and manager level engagement team members.Skills and attributes for success
• Lead multiple client engagement teams, participating in due diligence and structuring engagements related to transactions for private equity and strategic corporate clients
• Review merger agreements and provide opinion letters
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition, and restructuring of businesses
• Review, assess, and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction

To qualify for the role you must have
• US CPA or member of US State bar
• A bachelor's degree and around 8 years of related work experience; or a graduate degree and 7 years of related work experience
• Tax due diligence, deal structuring, and post-acquisition planning experience
• Experience managing budgets, projects and people

Ideally, you'll also have
• Strong writing, research, analytical, communication and presentation skills
• Ability to work in fast paced professional services environment
• Willingness and ability to travel, when necessary

What we look for
We're interested in experienced tax professionals with a collaborative, client-focused approach to work. You'll need strong communication skills, and the ability to effectively prioritize when working with multiple clients. If you're a naturally curious problem solver with confidence to get involved and support colleagues and clients across the business, this role is for you.

As a Manager in the FSO Tax Banking and Capital Markets ('BCM') practice you will be the center of engagements with multinational financial institutions. You will be entrusted with leading teams of people, running the operations of engagements that have significant importance to the firm, ensuring the quality and timeliness of deliverables to clients, building relationships with engagement stakeholders, and developing tax technical positions relating to ever evolving tax technical regulations.

Your key responsibilities

You will support the development of younger members of the firm by being a mentor or coach. You will be responsible for resource planning and overseeing engagement economics. You will develop work plans, formulate tax technical points of view, and ultimately create deliverables for the client. You will learn to anticipate client inquires, questions, needs, and issues. Engagements may involve tax accounting, tax compliance, federal/state/international tax planning, process improvements, information reporting and withholding.

You will have continual direct contact with clients, internal executives, industry groups and peers. You will build deep relationships by participating in round table discussions, client events, EY team building activities and through day-to-day interactions. You will support a diverse array of clients, from organizations focused on a single strategy (e.g., retail banking) to multinational financial conglomerates who are actively involved in all financial businesses. You will be exposed to and relied on to understand these client business activities and advise on the tax regulations which continue to evolve.

Skills and attributes for success

• A firm grasp on the sections of the Internal Revenue Code and Treasury Regulations that are relevant to FSO clients
• Identifying opportunities for improvements in operating efficiencies on both internal projects and client engagements
• Using the work performed on our tax compliance and tax provision engagements as a means of identifying opportunities for additional work that would be beneficial for the client
• An ability to synthesize information quickly and efficiently resolve issues
• Mastering a working knowledge of tax compliance forms including state, and local jurisdictions and how they interact with one another
• Complete oversight of the engagement economics of each of the engagements to which you are assigned

To qualify for the role you must have

• Bachelor's Degree with a minimum of 5 years of relevant Tax experience
• CPA or licensed Attorney
• Tax experience in the banking industry or with banking clients is highly desired
• Broad exposure to federal income taxation

Ideally, you'll also have

• Excellent organizational skills
• SEC experience
• Proven experience in managing teams

What we look for

• Leadership ' conducts him or herself in manner that inspires, educates, commands respect.
• Patience & Organization ' in high performing environment, delays beyond our control occur. It's important to have the ability to put tasks to the side (to allow for the dust to settle) and move on to other tasks.
• Passion & Drive ' Being in management in public accounting is not a spectator sport. It requires constant movement and reinvention.

Tax - Tax Technology and Transformation – Finance Transformation - Manager

Join our dynamic team as a manager and be at the forefront of finance and tax thought leadership and innovation. In this role, you will co-create strategies that empower client leaders to drive long-term business value and achieve success in their tax functions. Your expertise will be pivotal in designing future-proof operating models that meet rigorous reporting, regulatory, and control standards, all while leveraging cutting-edge technologies. You will craft compelling cases for change, encompassing both financial and non-financial factors, and lead the execution of comprehensive finance and tax transformation programs.

Your key responsibilities

As a Manager in FT, you will play a critical role in leading and delivering innovative business processes and solutions. You will work individually and lead teams to create strategic solutions to navigate through complex challenges and learning opportunities. Your responsibilities will include:

• Support the day-to-day delivery and execution of tax and finance assessment and transformation programs, including:
  • Lead and manage individual workstreams
  • Prepare business proposals and presentations
  • Conduct qualitative and quantitative data analysis
  • Conduct client workshops to identify opportunities for improvement
  • Understand client issues and design and implement transformative solutions
  • Deliver high-quality work products within expected timeframes and on budget
  • Monitor project progress and risks and report these to team leadership
  • Provide support to client representatives as needed
• Collaborate with cross-functional teams to design and execute transformation initiatives that align with clients' business objectives
• Build and maintain strong relationships with clients, acting as a trusted advisor on finance and tax matters
• Mentor and develop junior team members, fostering a collaborative and high-performance culture
• Demonstrate knowledge in the areas of finance and tax operations and processes, finance and tax operating models, shared service centers, and finance and tax technologies

Skills and attributes for success

To qualify for the role, you must have

• A bachelor’s degree in accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering, or a related field and 5 years of related work experience
• Advanced certification: US Certified Public Accountant (CPA), Enrolled Agent (EA), PMP, Six Sigma Green or Black belt preferred
• Experience conducting finance and tax function assessments
• Experience with multidisciplinary projects that impact tax, including ERP implementations, tax co-sourcing engagements, and/or finance transformations
• Experience managing and supervising teams of professional employees and mentoring team members through development feedback and performance processes, and providing structured, on-the-job feedback
• Experience leading workshops and client-facing presentations
• Experience in project management for large scale transformation programs, preparing and delivering reports, and managing program budget and timelines effectively
• A natural aptitude for learning, problem solving and an entrepreneurial approach to work
• Broad exposure to federal income taxation, statutory reporting, payroll or other related finance activities
• Strong analytical skills, interpersonal, and written/verbal communication skills; problem-solving ability and attention to detail
• Excellent English language communication skills
• Strong organizational and time management skills
• Demonstrated ability to capture and synthesize business requirements
• Flexibility and willingness to travel as well as work in excess of standard hours when necessary
• Strong written and verbal communication skills, especially the ability to break down complex topics into digestible and relevant points for a diverse set of clients and colleagues, at all levels
• Ability to identify process efficiency opportunities to help clients realize significant performance improvements quickly, while challenging and inspiring both coworkers and clients in thinking about diverse situations in new and transformative ways
• Develop your knowledge and experience to provide innovative insights for client’s issues and contribute to thought leadership. You'll actively contribute to improving operational efficiency on projects and internal initiatives
• Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
• Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services
• Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes

Ideally, you will also have

• Ability to contribute to business development by working to develop proposals and participate in oral presentations; provide high-quality services/work products; build relationships with clients understanding their unique needs to provide a tailored service
• Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks
• Demonstrate in-depth technical capabilities and professional knowledge

Tax Manager-GCR WAM SALT-FSO

Join our Financial Services Office (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance, consulting, strategy & transactions, and tax services to our clients. As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands. By joining the BBC, you will receive unmatched exposure and experience to our continuously growing portfolio of diverse FSO clients.

Your key responsibilities

As a manager in our wealth & asset management tax practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You will work on key client issues primarily focused on state and local tax engagements with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1’s and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.

Skills and attributes for success

• Strong technical knowledge in the asset management tax area
• Ability to analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues
• The ability to teach or assist with firm in-house trainings
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership
• Create a positive and trusting environment where team members know each other and feel a part of their team
• Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager – and consult when necessary
• Managing multiple work assignments and deadlines

To qualify for the role you must have

• A bachelor’s degree in an accounting, finance or a business discipline, and a minimum of 5 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 4 years of relevant tax experience
• A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification is required
• The ideal candidate would have experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds or other investment vehicles
• Broad exposure to federal income taxation and exposure to state and local tax

Ideally, you’ll also have

• Excellent managerial, leadership, organizational, and verbal/written communication skills
• Demonstrated skills in mentoring and training others
• A thorough understanding of building client relationships

What we look for

We’re interested in hard working team players who are comfortable partnering with others as well as working independently. You’ll also need to be a detail-oriented performer who can multi-task and meet deadlines, as well as bring creative solutions to the job every day.

What we offer

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical, dental and vision coverage, competitive pension plan, generous vacation and leave entitlement(s), and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.